Premium #223 – The Consolidating Supply Chain

The biggest commercial aerospace industry story revolves around Airbus and Boeing and how they compete vigorously for every order. But that is only the tip of the iceberg. Customers (airlines & lessors) only take an OEM offer seriously when they are confident in the vendor and product.  What drives this confidence?

On numerous occasions we have seen Airbus COO John Leahy show off a chart much like the one you see here. He is justifiably proud of the chart. Airbus has been the steadier of the two large OEMs in production terms, with steady and measured growth.